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扬缨 - 让子弹再飞一会儿(续篇)

扬缨 - 让子弹再飞一会儿(续篇)

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Esther Yang
Aug 11, 2024
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扬缨 - 让子弹再飞一会儿(续篇)
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笔者写上周的“让子弹再飞一会儿”是在周末(尽管文章是在周一发表的)。市场关盘,等到美国市场开盘时分,亚洲这边已经是血雨腥风,一片哀嚎……虽然笔者在7月底8月初时就看到了日元套息交易清盘的操作,但是确实万万没有料到清盘的速度实在是“迅雷不及掩耳”。结果和所有的套息交易一样经典,有一个比喻虽然未必好听,但非常形象:套息交易,吃进去像小鸟,拉出来像大象……根据笔者的经验,这么烂的一大滩,肯定会有尸体后…

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